12) From the Evaluation Context drop-down, select the desired value based on which the cut off rules will be evaluated.

Note: Evaluation Context defines what you will be allowed to select within the 'Start of Window' or 'End of Window' within Step 13.

On day - Enables a daily request overtime window.

On week - Enables a weekly request overtime window.

On weekend - Enables a weekend request overtime window.

13) Set the Start and End of the window using the provided fields.

The Start of Window defines when we start removing volunteering opportunities from the schedule. If, for example, the start of window is "3 days before," and a volunteering opportunity is more than 3 days in the future, it is cut off. If it is less than 3 days in the future it appears.

More precisely, if:

(Date of the Opportunity - Today's Date) ≤ 3 [the 3 is because our example is "3 days before"]

the opportunity appears on the employee's schedule. For example, if today is the 7th and the opportunity is on the 9th:

9-7≤3

the opportunity appears.

If

(Date of the Opportunity - Today's Date)>3

it is cut off. For example, if today if the 7th and the opportunity is on the 11th:

11-7>3

the opportunity is cut off.

That may be confusing so here's an example (with pictures!):

First here's what the calendar looks like with no cut off rule. The Volunteering Opportunities are in blue and appear on every day. The current date is the 7th (highlighted in grey)

Now we add the following cut off rule:

With that rule in place, the schedule now looks like this. Opportunities before and on the 10th (today is less than or equal to 3 days before those opportunities) appear. Opportunities on and after the 11th do not appear (today is greater than 3 days before those opportunities):

The End of Window defines when we stop removing volunteering opportunities from the schedule. If, for example, the end of window is "3 days before," and a volunteering opportunity is less or exactly than 3 days in the future, it is cut off. If it is more than 3 days in the future it appears.

More precisely, if:

(Date of the Opportunity - Today's Date) ≤ 3 [the 3 is because our example is "3 days before"]

the opportunity is not shown on the employee schedule. For example, if today is the 7th and the opportunity is on the 9th:

9-7 ≤ 3

the opportunity is not shown.

If

(Date of the Opportunity - Today's Date)>3

the opportunity appears for the employee. For example, if today is the 7th and the opportunity is on the 11th:

11-7>3

the opportunity is shown.

If that's unclear, here's an example:

First here's what the calendar looks like with no cut off rule. The Volunteering Opportunities are in blue and appear on every day. The current date is the 7th (highlighted in grey):

Next, we build the following cut off rule:

With that rule in place, the schedule now looks like this. Volunteering opportunities more than three days in the future appear. Volunteering opportunities less than or equal to three days in the future are cut off.

Note: The user can edit both Start of Window and End of Window- It means the user can change the date in between the beginning of the End of Window to the date before the Start of Window (the End of Window should be set less than the Start of Window).

Notice the change in date and time in the following screenshot:

In this example, the employees can make a request after 3 days (the end of the cut off window) but before 5 days (the start of the cut off window). Returning to the example above, today is 7th of the month-- the employees, therefore, can request a leave between 11th to 12th of that month.

14) Press the Save button in the bottom right corner.

15) To add multiple rules, press the Add rule bar again and follow the previous steps.

16) When the user is finished, press the Save button in the top middle.

17) The user can access the Access Configuration through the ESS Cut Off Rules drop-down.